Version 10.1 is a minor update in the Acctivate release history, but it includes some great enhancements throughout the modules including significant improvements to the Find/Search functionality, Notes/Reminders and filters for Crystal Reports.
Version 10.1 (Build 4565) was generally available on June 21, 2016. Please read our update instructions or visit the Downloads page now.
You can also watch our What’s New in Version 10.1 webinar.
Key improvements include:
- New Find/Search functionality: search across multiple data fields, for multiple words in any sequence with search operators such as +,-,* or “”.
- Set Workflow Status when re-scheduling a sales order and printing a pick ticket.
- Toggle between Scheduled and Ordered amounts on Sales Order window
- Schedule sales order(s) automatically when receiving special order vendor POs.
- Include Total Weight on Create Invoice based on scheduled Sales Order lines.
- Allow changes to Custom Fields on View Invoice window
- Create Credit from Sales Order and show link back to Sales Order
- Print Sales Order forms from Business Alerts (Sales Order Mgmt)
- Prompt to update open Sales and Purchase Orders after renaming a Product ID.
- Automatic Web Store Sync options
- New Web Store integration – Spark Pay by Capital One
- Customer Specific Pricing for Price Categories
- Major updates to Notes – Multiple note windows visible at a time, Follow-up improvements, Modify linked document, Attach files to Notes
- Manage Email Message Templates from File menu along with Insert/Replace menus for using templates within an email
- Drag-and-Drop email to windows without being in Edit Mode
- New Report Date filters: Week, Month, Quarter, Year as well as improved Year-to-Date and Last Year-to-Date
- Import Inventory Transfers from Excel/CSV
We also have some new system requirements:
- QuickBooks 2008 8.0 or later is now a requirement (for QuickBooks editions)
- Windows XP is no longer supported (due to .NET 4.5 requirements)
- Windows 2003 Server is no longer supported (due to .NET 4.5 requirements)
The full release notes are listed below:
Note: Some of the improvements below were included in version 10.0sp4, which was distributed as a hot fix to some customers and not a general release.
Business Activity | Add option to search for Business Activities “By Note” |
Business Alerts | Add print buttons to Sales Order Mgmt tab of Business Alerts |
Business Alerts | “Currency” column title appears on Sales Order Mgmt tab with wrong data for single-currency companies |
Configuration | Tax Exemption Code is displayed in customer type grid of Configuration Manager when Avalara is not configured. |
Configuration | Preview Locations and Warehouse overlap when enabling locations in Configuration Manager. |
Create Company | Credit Memos may not be applied during Create Company wizard |
Create Company | Invalid path for Inventory spreadsheet creation crashes create company |
Custom Fields | Display and allow changes to Sales Invoice Custom Fields on View Invoice window |
Custom Fields | Custom Field length on screen not matching up to character limits |
Customer | “Zero limit indicates no pre-approved credit” option in Configuration Management does not place customers with balances and zero limit on hold |
Customer | Rename field title from ‘Pager’ to ‘Other’ on Customer Contacts tab |
Customer | Clicking row on Product tab of Customer window crashes Acctivate. |
EDI | Opening EDI section of Configuration Manager may crash Acctivate |
EDI | EDI 940 exports the Cancel After Date in an inconsistent date format |
EDI | Use Customer Product ID on 810 if no data exists in tbEDIOrderDetailEx.BuyerProductID |
Email Message Templates for Sales Invoice should use Invoice view, not Orders | |
Add default message template configuration for emailing documents | |
General | “Specified argument was out of range of valid values. Parameter name: index.” when Processing EDI 850 Transaction |
Import | Import Inventory Transfer transaction(s) from Microsoft Excel or CSV files |
Import | Add “External Document” to Product import |
Import | “Conversion from type ‘DBNull’ to type ‘String’ is not valid” when importing an Inventory Receipt from Excel/CSV |
Installation | Receive “Could not install SQL Server 2014 Express (Error bc2)” during installation |
Installation | Windows XP and Windows 2003 Server are no longer supported due to requirements of the Microsoft .NET 4.5 runtime |
Inventory | Remember window size and column sizes for Inventory Transaction windows |
Inventory | Last Cost of an Assembly may not be updated if the cost of the components changes, modifying the cost of the Assembly |
Job | Job Invoicing should sort by EntryDate for PreviousBilling and Retainage Amounts |
Job | Unable to see the Reprint Button on the Invoice tab of the Job Management window. |
Lookup | New Lookup option to search for each word regardless of sequence in text |
Lookup | Improve performance of the Sales Order lookup window by “paging” the results |
Mobile | HTTP 500.19 error received after installing Acctivate Mobile and browsing to the ACCTHandheld webservice |
Notes | Improved Note / Reminder pop-up window including follow-up, related item and attachments |
Pricing | Customer specific prices for price categories |
Product | Prompt to update open sales and purchase orders after changing product ID |
Product | Add a browse button for external documents for users to select a file from their computer |
Product | Change wording for Sales Quote on product history tab to be shortened to Quote |
Product | Unable to change or delete duplicate Product Type codes in Configuration Management |
Product | Run-time error ‘384’ error when clicking “zoom” on product picture |
Product | Do not allow Component(s) of a Standard Assembly to be marked as “Variable” |
Purchasing | Include Vendor Contact Name in Contact drop-down on PO window |
Purchasing | Automatically schedule sales order lines when receiving a special order purchase order |
Purchasing | Inventory Receipt for should use Purchase Order Line Description instead of Product Description |
Purchasing | Purchase Invoice totals do not update until pressing Save |
Purchasing | PO ship to address field extends on top of the contact and ship attn if window is maximized |
Purchasing | “Item cannot be found in the collection…” may be recieved in Acctivate CYMA when changing the Vendor Contact |
Purchasing | Conversion from type ‘DBNull’ to type ‘String’ is not valid. Application Module: fPO, Subroutine: PO_CheckTotals |
Purchasing | Purchase Order lines not re-numbering when line is deleted |
Purchasing | “An unknown error has occurred.” error if adding a Ship To Address on a PO with no warehouse set |
Reports | This Year, Last Year, Specific Year, This Quarter. Last Quarter, Specific Quarter and Specific Month/Week filters for Reports and Dashboards |
Reports | Crystal Report Preview may not resize properly while report is still loading |
Reports | Stock on Hand report shows deleted warehouses with no remaining inventory |
Reports | Transfer report should include warehouse bins/locations |
Reports | “This Month” filter may include the first day of the next month when previewing a report by date |
Reports | Report scroll bars may not respond over remote desktop |
Reports | Assembly Component Requirements report excludes records |
Reports | “Less than” and “Greater than” should be labeled “Before” and “After” for report date filters |
Sales Order | Hide “Preview” option on Release Order window until Print is checked |
Sales Order | Sales Order Filters for Scheduled Order Report |
Sales Order | Populate Total Weight on the Create Invoice window for scheduled items |
Sales Order | Set workflow status to ‘Pick In Progress’ once pick ticket has been printed |
Sales Order | Function to Create Credit Memo from Sales Order Window with link to original order on new credit |
Sales Order | Ability to toggle sales order between scheduled and ordered amounts for lines and totals |
Sales Order | User permission/restriction for adding or changing the Sales Order discount field |
Sales Order | Add Terms to Payments tab on Sales Order |
Sales Order | Ship To Location Contact does not toggle with Ship To Location when Contact not Overridden on Order |
Sales Order | Include option to set workflow status when re-scheduling an order. |
Sales Order | Mouse pointer may be left in “busy” state |
Sales Order | Able to modify kit component location without being in Edit mode or being able to save information |
Sales Order | Warning icon may display on the Customer tab of a Credit Memo |
Sales Order | Sales Order Carrier Service may duplicate the Carrier if the description includes the carrier as well. |
Sales Order | Duplicate line number may occur after entering an “Invalid Product ID” |
Synchronization | Block synchronization for users running QuickBooks 2007 or earlier |
User Interface | View current users window no longer automatically refreshes |
Web Store | Web Store Sync auto-sync option for 5, 15 or 60 minutes |
Web Store | Web store sync may skip Amazon orders that were previously “Pending” |
Web Store | Concurrency violation during Web Store Sync when two sync windows are open |
Web Store | “The field ‘quantity’ is invalid…” web server error may be received if BigCommerce inventory is disabled and Export Shipments is enabled |
Web Store | Add Warehouse field to charge / discounts sections in column mapper |
Web Store | Add Product ID (“Code”), etc fields to Order Header charge/discount fields |
Web Store | Add multiple charge/discount sections to column mapper |
Web Store | Copy Alternate Customer ID from Order Header to customer record for “Guest” orders |
Web Store | Export web store Update Inventory Request in smaller chunks to avoid time out issues. |
Web Store | Export web store Update Tracking Number Request in smaller chunks to avoid time out issues. |
Web Store | Web Store Integration with SparkPay |
Web Store | Default values for Custom fields not working with Webstore Sync |
Web Store | Store computed xpath values in attribute instead of text. |
Web Store | “The underlying connection was closed: An unexpected error occurred on a send.” message may be received when importing webstore orders using HTTPS |
Web Store | Export shipment detail by Alternate Product ID if option is enabled |
Web Store | Receive error when syncing with Magento: “Unable to decrypt CC number: The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding characters.” |
Web Store | Export original Product ID on web store shipment export if substitution button used on order. |